7 Managing Workloads Among Users in Process Workspace

Supervisors are users who have other users reporting to them. Supervisors can view and update all tasks assigned to all users who report to them. This chapter discusses the tasks that supervisors can perform.

7.1 Managing the Availability of Users in Process Workspace

If a user is unavailable for a period of time and must delegate some or all assigned tasks to another user, then the user rules can automatically reassign the tasks based on certain conditions. More specifically, if a user is going on vacation, a vacation period can be associated with a rule to create a vacation rule.

7.2 Distributing Work among Users in a Group

To distribute work among users in a group, you create a rule for that group. Creating a group rule is similar to creating a user rule, with the addition of a list of the groups that you, as the logged-in user, manage.

7.6 Using Dashboards to Manage Workflows in Process Workspace

Dashboards provide a variety of analytical information about the workload on users for the different processes being executed. For example, if a specific user has many tasks assigned to her, and she is making little progress, this would indicate that all those corresponding processes are blocked. Having this information enables you to reassign those tasks to someone else and, if necessary some user or group routing rules can be specified to manage the issue in the short term.